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As soon as your
new Separately Managed Account is funded, or your assets
have transferred to Ancora Securities, we will begin working to position your account
with the stocks or income producing securities that the Advisory
has
chosen as suitable for your risk tolerance..
It may take a few weeks or
perhaps even months to fully work new capital into the market. We let
opportunities dictate the process - to the extent that we
identify compelling bargains in the market, capital will be
deployed - and vice versa.
If you would like to follow up with our team on any aspect of
your new managed account. We have conveniently provided their
contact information below:
Questions regarding
how the account will be managed or the stocks that are in your
portfolio:
Email:
Brian Hopkins or phone at 216.825.4000.
Questions regarding
depositing cash or transferring financial assets:
Email:
Nathaniel Lie or phone at 216.825.4006.
Questions regarding
capital gains and losses, or short vs. long term:
Email:
Joseph Spidalieri or phone at 216.825.4007.
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